Investment Business Specialist

Prudential; Singapore; Sur place; SGD 70 000 - 110 000; Plein temps

Résumé du poste

Prudential Hong Kong Limited is seeking a detail‑driven professional to support the Lead of Investment Management in managing ILP fund activities, governance, and fund initiatives. The role combines day‑to‑day operations with a focus on process improvement and automation to enhance efficiency and customer outcomes.

You will coordinate with internal stakeholders and external fund managers, maintain fund documentation, participate in UAT for new products, prepare papers and reports, and contribute

Qualifications

• 1 to 3 years of relevant experience in investment operations, fund administration, investment products, wealth management, asset management, or related financial services.
• Exposure to investment-linked products, unit trusts, mutual funds, or investment operations would be advantageous.
• Experience in process improvement, automation, system enhancement projects, or UAT would be an added advantage.
• Degree in Finance, Economics, Business Administration, Accounting, or a related discipline.

Responsabilités

• Manage day-to-day and ad hoc ILP fund activities, including corporate actions, fund changes, closures, and dividend declarations.
• Coordinate with internal stakeholders and external fund managers to ensure timely and accurate execution.
• Maintain fund information, documentation, and customer-facing content across platforms for accuracy and compliance.
• Identify and implement process improvements, automation opportunities, and operational enhancements.
• Develop and maintain process documentation, procedures, and controls to support governance.
• Support digitalisation, system enhancement, and transformation initiatives including testing and implementation.
• Support development, launch, and ongoing management of investment products and funds, including product specifications and client communications.
• Participate in User Acceptance Testing (UAT) and implementation activities for new products and fund launches.
• Prepare approval papers, management reports, and presentations; provide fund/product support to stakeholders and partners.

Connaissances

Analytical skills

Stakeholder management

Process improvement

Attention to detail

Communication

Formation

Finance/Economics/Business/Accounting degree

Description du poste

Prudential’s purpose is to be partners for every life and protectors for every future. Our purpose encourages everything we do by creating a culture in which diversity is celebrated and inclusion assured, for our people, customers, and partners. We provide a platform for our people to do their best work and make an impact to the business, and we support our people’s career ambitions. We pledge to make Prudential a place where you can Connect, Grow, and Succeed.

This role is to support the Lead of Investment Management in managing investment-related business activities, governance, and fund initiatives. The role combines operational ownership of ILP fund activities with a focus on process enhancement, automation, and support for strategic investment projects. The incumbent will work closely with internal stakeholders and external partners to deliver efficient investment solutions and improve customer and business outcomes.

Manage day-to-day and ad hoc ILP fund activities, including corporate actions, fund changes, closures, dividend declarations, portfolio rebalancing, and fund documentation. Coordinate with internal stakeholders and external fund managers to ensure timely and accurate execution of fund-related activities. Maintain fund information, documentation, and customer-facing content across relevant platforms, ensuring accuracy and compliance with governance standards. Identify, recommend, and implement process improvements, automation opportunities, and operational enhancements to improve efficiency, controls, and scalability. Develop and maintain process documentation, operating procedures, and controls to support effective and sustainable operating practices. Support digitalisation, system enhancement, and transformation initiatives, including testing and implementation of process changes. Support the development, launch, and ongoing management of investment products, funds, and investment solutions, including review of product specifications and customer communications. Participate in User Acceptance Testing (UAT) and implementation activities for new products, fund launches, and system enhancements. Support broader investment initiatives and strategic projects, including index-related business activities and other investment management priorities. Prepare approval papers, management reports, and presentations, and provide fund and product-related support to internal stakeholders, distributors, customers, and external partners.

Who we are looking for:

Competencies & Personal Traits Strong analytical and problem-solving skills with a continuous improvement mindset. Ability to manage operational activities while contributing to strategic projects and initiatives. Process-oriented with strong attention to detail and focus on quality. Effective communication and stakeholder management skills. Adaptable, proactive, and comfortable working in a dynamic environment. Strong organizational skills with the ability to manage multiple priorities and deadlines.

Working Experience

1 to 3 years of relevant experience in investment operations, fund administration, investment products, wealth management, asset management, or related financial services functions. Exposure to investment-linked products, unit trusts, mutual funds, or investment operations would be advantageous. Experience in process improvement, automation, system enhancement projects, or UAT would be an added advantage.

Education

Degree in Finance, Economics, Business Administration, Accounting, or a related discipline.

Prudential is an equal opportunity employer.

We provide equality of opportunity of benefits for all who apply and who perform work for our organisation irrespective of sex, race, age, ethnic origin, educational, social and cultural background, marital status, pregnancy and maternity, religion or belief, disability or part-time / fixed-term work, or any other status protected by applicable law.

We encourage the same standards from our recruitment and third-party suppliers taking into account the context of grade, job and location.

We also allow for reasonable adjustments to support people with individual physical or mental health requirements.

We are Prudential. For every life, we are partners. For every future, we are protectors. Prudential plc provides life and health insurance and asset management to 17 million customers across 20 markets in Asia and Africa. We are headquartered in Hong Kong and have dual primary listings on the Stock Exchange of Hong Kong and the London Stock Exchange. We are focused on four strategic regions: Greater China, ASEAN, India and Africa. Our customers are served by around 55,000 agents and more than 200 bank partners. Prudential plc is not affiliated in any manner with Prudential Financial, Inc., a company whose principal place of business is in the United States of America or with the Prudential Assurance Company, a subsidiary of M&G plc, a company incorporated in the United Kingdom.

Find out more at www.prudentialplc.com Follow us on LinkedIn